2Ano·

Purchase to cover the health sector more and sleep is always 🤣

15.08

Resmed

Comprado em € 168,45

11 Comentários

Tom@tom_finance

2Ano

Do you have an explanation for the FCF collapse in 2022?

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Utilizador eliminado

2Ano

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Nils@HerNilson

2Ano

@walkinginmemphis... I bought the first tranche today.

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Utilizador eliminado

2Ano

O comentário foi eliminado

Nils@HerNilson

2Ano

@walkinginmemphis with the overall market. I continue to monitor and possibly soon transact ne next tranche

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Utilizador eliminado

2Ano

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Nils@HerNilson

2Ano

@walkinginmemphis This has nothing to do with moats. The overall market is currently poor and the new mesic drugs from novo nordisk and eli Lilli are weighing on resmed's performance.

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Utilizador eliminado

2Ano

O comentário foi eliminado

Nils@HerNilson

2Ano

@walkinginmemphis there is the issue of obesity. If there are fewer of them because of the drug, then fewer will need resmed's equipment. It is already connected. Resmed has also commented on this in a press release. Currently they see no danger. Well. I'll stay tuned for the time being, since they are also going deeper and deeper into the software track. :D

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Utilizador eliminado

2Ano

O comentário foi eliminado

Nils@HerNilson

2Ano

@walkinginmemphis Exactly me too. If the stock after you bought it would not go down immediately, then it would not be fun either. 😂 ..one can buy after :D

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